• Alex Lozano, CPA


    Alex has brought his unique background to the firm. He started in audit and assurance where he managed both private and PCAOB engagements from $0-$500 million in revenue. He gained many years of experience managing reverse mergers and IPOs for clients from $0-$200 million in revenue. His past work in audit and assurancegave him experience in real estate services, professional services, e-commerce, advertising, and manufacturing. He also has many years of experience as a Corporate Controller for financial institutions, advertising, and e-commerce companies where he oversaw multiple mergers and acquisitions. He also built up over a decade of tax planning experience in individual, partnership, and corporate tax as well. He specializes in private equity investments, real estate, small business, start-ups, and professional services.

    Member of AICPA
    Member of CalCPA
    Bachelor of Science, Accounting – Chapman University
    Bachelor of Science, Finance – Chapman University
  • Brian Winter, CPA


    Brian Winter has quickly made a name for himself as an enthusiastic advisor for countless clients in the firm by following in his father Kevin’s footsteps. His years of experience have led to an interest and expertise in the area of small business advising, having assisted a variety of businesses such as healthcare professionals, small manufacturers, and real estate professionals in shaping intelligent tax solutions to their unique needs.

    Bachelor of Science, Accounting – Chapman University
    Certified Public Accountant
  • Nicholas Rodriguez, CPA


    Nicholas Rodriguez has 6+ years of experience working on individual and corporate tax returns. Nicholas specializes in individuals, sole proprietors, and clients with small business components. In his free time, he enjoys spending time with his family and watching/playing soccer.

    Bachelor of Science, Business Accounting – California State Polytechnic University, Pomona
    Certified Public Accountant
  • Todd Reindl, CPA


    Mr. Reindl earned his Bachelor of Science Degree in Management from the University of South Alabama and a Master’s Degree in Accounting from the University of Arkansas. He has over thirteen years of
    experience in public accounting, working extensively in individual, partnership, and corporate taxation.Todd is a Certified Public Accountant and is a member of the American Institute of Certified PublicAccountants, the Alabama Society of Certified Public Accountants, and the California Society of Certified
    Public Accountants.
  • Joshua Goodlink


    Josh Goodlink is our staff accountant. He graduated in 2020 with a master’s degree in accounting from BIOLA University. His strong accounting, research and bookkeeping skills equip him in supporting our clients.
  • Rick Lozano


    Rick has over a decade of private company accounting experience in consumer-impacted industries. He greatly appreciates the value of financial literacy and budgetary consideration when relating to clients and their needs. In his free time, he enjoys reading history books, spending time with his family, trying out new restaurants, and planning the next camping trip.
  • Peggy Fowler


    Peggy Fowler is our office manager and bookkeeper. She has many years of invaluable experience. Her expertise in office management, bookkeeping and Quickbooks enables her to assist clients with all their accounting needs.
  • Luat Lam


    Lu is a bookkeeper for the firm. He enjoys spending time with his friends and family.
  • Aida Aldana


    Aida is the receptionist and administrative support for the firm. She enjoys spending time with her friends and family.